CARELI ALEJANDRE
Brighton
Summary
Licensed property and casualty insurance producer. Expertise in underwriting and risk evaluation, combined with a strong focus on customer relationships. Proven track record of identifying growth opportunities and delivering tailored insurance solutions that protect client assets. Committed to exceptional service and driving business growth. Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.
Overview
1
1
Certification
18
18
years of professional experience
Work History
Insurance Producer
Farmer's Insurance
Brighton
07.2025 - Current
- Advised clients on insurance coverage options and policy details to meet individual needs.
- Conducted thorough risk assessments to determine appropriate coverage levels for clients.
- Collaborated with underwriters to facilitate timely policy approvals and modifications.
- Implemented targeted marketing strategies to attract new clients and retain existing ones.
- Identified potential clients through cold-calling, networking, and online campaigns.
- Trained junior staff on product knowledge and customer service best practices.
- Resolved client inquiries and concerns promptly to enhance overall satisfaction.
- Drafted insurance policies detailing coverage terms and conditions, ensuring compliance standards were upheld.
Underwriter
Pinnacol Assurance
Denver
03.2019 - 05.2023
- Implemented underwriting strategies that increased new business revenue by 20%.
- Conducted risk assessments using data analysis tools to improve decision-making accuracy.
- Developed and enforced underwriting guidelines to ensure compliance with industry standards.
- Presented renewal proposals with updated terms and conditions based on risk assessments.
- Managed profitability and retention of business portfolio aligned with organizational goals.
- Oversaw high-value client portfolio, achieving 15% increase in customer retention through engagement.
- Received recognition for maintaining strong customer retention and fostering agent relationships.
- Pursued new business prospects by contacting clients, agents, and brokers regarding applications.
Associate Underwriter
Pinnacol Assurance
Denver
03.2018 - 03.2019
- Monitored underwriting data to identify trends, risks, and opportunities for process improvement.
- Acted as escalation point for complex underwriting issues, recommending risk solutions for successful policy issuance.
- Completed urgent policy renewals to ensure timely client coverage.
- Processed broker of record letters to assign policies to respective agencies.
- Assisted walk-ins with new applications while researching prior policy issues for smooth processing.
- Collaborated with sales and claims to streamline processes and boost business efficiency.
- Conducted team meetings to share updates and address challenges for informed decision-making.
- Successfully completed OSHA 10-hour construction safety and health certification.
Account Manager
Pinnacol Assurance
Denver
10.2017 - 03.2018
- Processed initial injury reports and updated mileage reimbursements to address client needs.
- Managed customer correspondence through fax and email for efficient claims processing.
- Streamlined new business applications using agent quoting system to enhance operational workflows.
- Assisted agents with inquiries regarding NCCI classification codes via phone and email.
- Translated calls for policyholders, agents, medical providers, and attorneys to facilitate clear communication.
- Input new business applications submitted by agents to improve application tracking efficiency.
- Responded promptly to inquiries about certificates of insurance, ensuring timely client updates.
Bilingual Team Lead
Alliance Data Systems
Denver
11.2014 - 09.2017
- Supervised and led team of 25 customer service representatives to optimize performance.
- Implemented key performance indicators (KPIs) to consistently meet service level agreements.
- Resolved escalated customer issues, enhancing loyalty through effective problem-solving.
- Coached team members to improve skills and service delivery outcomes.
- Monitored call quality and provided constructive feedback to enhance interactions.
- Conducted regular meetings to address concerns and promote best practices.
- Collaborated with departments to streamline processes for improved customer experience.
- Created training materials for onboarding new team members to ensure consistent standards.
Customer Service Representative III
Alliance Data Systems
Denver
11.2013 - 11.2014
- Process credit card payments for multiple brands.
- Updated customer personal information.
- Sale company insurance products on every phone call.
- Initiate disputes of purchases, and handle fraud accounts.
- Waive charges as permitted by company policies and procedures.
- Process new credit card applications and authorize store purchases.
- Key Achievements
- Ranked in the top five performing representatives in the bilingual department six consecutive months.
Bilingual Supervisor
Dish Network
Denver
09.2009 - 06.2012
- Overseeing daily operations and managing a team of 25 call center agents.
- Scheduling and coordinating shifts to ensure adequate staffing.
- Tracking key performance indicators (KPIs) such as call handling time, customer satisfaction, and resolution rates.
- Conducting regular performance evaluations and providing feedback on phone calls.
- Implementing performance improvement plans.
- Providing ongoing training and development opportunities for agents.
- Conducting new hire orientation and training sessions.
- Coaching agents on best practices and customer service skills.
- Ensuring compliance with company policies and procedures.
- Monitoring calls for quality and adherence to scripts and policies.
- Addressing and resolving customer complaints and escalations.
- Generating and analyzing reports on call center metrics.
- Presenting findings and recommendations to upper management.
- Coordinating with IT or technical support teams to resolve system issues.
- Handling complex customer inquiries or issues that require supervisor intervention.
- Maintaining records of employee performance, attendance, and other relevant data.
- Creating a positive and motivating work environment for my team while recognizing and rewarding high-performing agents.
- Organizing team-building activities and events.
- Organizing team-building activities and events.
Customer Service Representative II
Dish Network
Denver
06.2008 - 09.2009
- Managed inbound customer calls, resolving billing and payment inquiries nationwide.
- Processed account cancellations and created work orders for technicians.
- Sold internet and phone services for partner accounts, including AT&T, Qwest, and Time Warner.
- Guided customers in troubleshooting issues with receivers, remotes, satellite dishes, and internet equipment.
Skills
- Licensed producer
- Insurance Policy Development
- Sales Strategy Development
- Client acquisition
- Risk management
- Portfolio Management
- Sales strategy
- Process Improvement
- Salesforce proficiency
- MS Office
- Team leadership
- Bilingual Communication
Certification
Property & Casualty Producer's License
Timeline
Insurance Producer
Farmer's Insurance
07.2025 - Current
Underwriter
Pinnacol Assurance
03.2019 - 05.2023
Associate Underwriter
Pinnacol Assurance
03.2018 - 03.2019
Account Manager
Pinnacol Assurance
10.2017 - 03.2018
Bilingual Team Lead
Alliance Data Systems
11.2014 - 09.2017
Customer Service Representative III
Alliance Data Systems
11.2013 - 11.2014
Bilingual Supervisor
Dish Network
09.2009 - 06.2012
Customer Service Representative II
Dish Network
06.2008 - 09.2009